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Reduce Charge Lag

50%

Decrease within 6 months

Lower Denial Rate

25%

Reduction in first year

Increase Efficiency

4-5

Hours/week saved per leader

Enhance Visibility

100%

Unified source of truth

THE CHALLENGE

A Fragmented Process

Our current workflow is manual, time-intensive, and creates silos of information, leading to significant pain points across the organization.

👤

Clinic Leaders

Overwhelmed by running numerous reports, manually reconciling data, and spending valuable time on administration instead of leadership.

🏢

Billing Staff

Receive inconsistent, delayed information about charge issues, which leads to significant rework, late submissions, and compliance risks.

📈

Finance & Revenue Cycle

Lack real-time visibility into systemic issues, making it difficult to prevent revenue leakage or hold departments accountable for performance.

THE SOLUTION

An Automated, Insightful Workflow

By leveraging our existing technology, we can create a seamless, automated process that delivers actionable insights directly to our leaders.

Power BI for Strategic Oversight (90%)

The primary dashboard for trend analysis, KPI tracking, and deep dives. It answers:
"How are we performing and why?"

Epic for Tactical Alerts (10%)

For real-time, transactional work queues embedded in user dashboards. It answers:
"What do I need to do right now?"

PERFORMANCE

Measuring What Matters

The new dashboard will provide at-a-glance visibility into the key performance indicators that drive our revenue cycle health.

Charge Lag Trend (Days)

Charge-Related Denial Rate

THE PLAN

Our Implementation Timeline

A phased approach ensures a smooth transition, from foundational planning to a successful organization-wide rollout.

Weeks 1-4

Phase 1: Foundation & Planning

Form project team, conduct stakeholder interviews, map current state, and finalize KPI definitions.

Deliverables: Project Charter, Requirements Doc, KPI Glossary.

Weeks 5-12

Phase 2: Data Engineering

Build Azure Data Factory pipelines, develop and test SQL transformation scripts in Databricks to create a robust data model.

Deliverables: Functional data pipelines, finalized Power BI data model.

Weeks 13-16

Phase 3: Dashboard Development & UAT

Create dashboard mockups, build the Power BI dashboard, and conduct User Acceptance Testing with a pilot group.

Deliverables: V1.0 Dashboard, UAT Sign-off, Training Materials.

Weeks 17-18

Phase 4: Go-Live & Support

Conduct training for all clinic leaders, deploy the dashboard organization-wide, and establish a long-term support plan.

Deliverables: Trained user base, Go-Live Comms, Support Plan.